Stop Chasing Clients for Documents
Send one link. Your clients upload everything in one go. Get a clean, structured file pack instantly.
Built for UK accountants and small practices
Still chasing clients on WhatsApp and email?
- ❌ Missing bank statements
- ❌ Incomplete information
- ❌ Multiple follow-ups
- ❌ Delayed year-end work
Simple solution: Send one structured link
Your client receives a single link where they upload all required information, documents and details.
- ✅ Business details
- ✅ Income & expenses
- ✅ Bank statements upload
- ✅ Notes & additional info
How it works
- 1. You send your client a link
- 2. Client fills everything in one go
- 3. You receive structured data instantly
- 4. Start accounts without chasing
Key features
Client document upload
Structured data capture
WhatsApp-friendly flow
Simple accountant dashboard (coming soon)
Secure submission
Works with any website (WordPress or not)
Simple pricing
Start free. Upgrade when ready.
£0 Trial
Test with real clients
£19/month
Full access + ongoing use
All data is transmitted securely. We act as a data processor, and your firm remains the data controller. No sensitive data is stored permanently. Files can be deleted upon request.